Scale Up Onboarding Engine
Eliminate guesswork in onboarding and add meaning to your process
Experience the Scale Up Onboarding Engine for yourself
Effective project management is a cornerstone of successful client onboarding. With the Setuply platform, you have all the functionality you need to add meaning to the client onboarding experience with fewer manual tasks on your team's plate. It's onboarding made the way it should be: enjoyable for the client and easy for a provider to manage.
Features that support a better client onboarding process
Experience the full range of Setuply’s onboarding capabilities
Give clients the power to stay connected to project progress and reach out for support to keep things on track.Secure Data Management
Easily and efficiently gather client historical data and other information necessary for a successful implementation.Professional Services Automation
Track your team members’ workload and productivity, and then use that data to identify bottlenecks and avoid burnout.